This chapter delves into the intricacies of asset allocation, covering topics such as fee analysis, the benefits of holding multiple funds versus one comprehensive fund, and the significance of diversification particularly with real estate investment trusts (REITs). The discussion explores the nuances of balancing stock market index funds, REITs, and how fees can influence investment choices.
What is the best way to divide up your investments among stocks, bonds, and other vehicles? Asset allocation is an essential yet confusing topic. That said, it is an area of critical importance when thinking about early retirement. This is because decisions made about asset allocation can have huge implications on portfolio performance, taxation, and ease of maintenance. Join us for this first episode in a two-part series, as Eric and Jason talk about their portfolios, the merits of simple vs. more complex strategies, the role of bonds, and the risks they considered along the way.
**Note: This content does not constitute investment advice and is being presented for informational and educational purposes only.